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Nuveen NASDAQ 100 Dynamic Overwrite Fund

76 hedge funds and large institutions have $167M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $151M → $167M (+$16M)

10% more funds holding

Funds holding: 6976 (+7)

0.74% more ownership

Funds ownership: 16.75%17.48% (+0.74%)

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALIONA
26
Allianz Life Insurance of North America
Minnesota
$668K +$140K +5,297 +25%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$586K +$93K +3,528 +19%
SFM
28
Signet Financial Management
New Jersey
$571K -$74.3K -2,820 -11%
GW
29
GW & Wade
Massachusetts
$568K -$36.8K -1,395 -6%
SWP
30
Stratos Wealth Partners
Ohio
$557K -$51.5K -1,955 -8%
AG
31
Advisor Group
Arizona
$544K -$49K -1,858 -8%
Citigroup
32
Citigroup
New York
$454K +$233K +8,828 +103%
HighTower Advisors
33
HighTower Advisors
Illinois
$418K +$421K +15,961 New
NMC
34
Nine Masts Capital
Hong Kong
$414K +$416K +15,800 New
WS
35
Wedbush Securities
California
$404K +$137K +5,210 +51%
Creative Planning
36
Creative Planning
Kansas
$337K +$14.5K +551 +4%
SB
37
Suntrust Banks
Georgia
$318K +$108K +4,083 +39%
IA
38
IFP Advisors
Florida
$300K +$251K +9,528 +493%
SI
39
Stephens Inc
Arkansas
$273K +$422 +16 +0.2%
ANBT
40
American National Bank & Trust
Texas
$262K
GAM
41
Griffin Asset Management
New York
$245K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$218K +$220K +8,343 New
Stifel Financial
43
Stifel Financial
Missouri
$211K +$213K +8,099 New
JCM
44
Jacobi Capital Management
Pennsylvania
$202K +$9.88K +375 +5%
FHA
45
Flagship Harbor Advisors
Massachusetts
$167K +$169K +6,412 New
IFAM
46
Institutional & Family Asset Management
Colorado
$139K +$140K +5,300 New
APA
47
American Portfolios Advisors
New York
$126K +$127K +4,814 New
BCA
48
Bay Colony Advisors
Massachusetts
$107K +$108K +4,087 New
SPIA
49
Steward Partners Investment Advisory
New York
$106K +$923 +35 +0.9%
AF
50
Allworth Financial
California
$94K

QQQX Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2018, worth a combined $167M — up 11% from $151M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQX positions and 6 closed out — a net gain of 8 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $2.94M. The largest seller was Guggenheim Capital, cutting an estimated $2.4M.

  • 76 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2018, up from 69 in Q1 2018.
  • Funds reported $167M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2018, up 11% quarter-over-quarter.
  • 14 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2018 and 6 closed out, a net change of +8 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2018 was UBS Group, an estimated $2.94M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2018 was Guggenheim Capital, an estimated $2.4M sold.

Based on aggregated 13F filings for Q2 2018.